592 investment analytics analyst jobs at 322 companies in United States
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Analyst- Investment Analytics
Norfolk, Virginia, United States
$104k-$162k/yrOnsiteFull Time
PRA GroupNASDAQ: PRAA: Public financial services that buys, collects, and manages nonperforming loan portfolios for banks, lenders, consumers, and businesses.
3+ YOERequires 3+ years of cash flow modeling and NPL experience, 2+ years of SQL, advanced Excel, SQL programming, data analysis, project management, and a BA/BS in a STEM or quantitative field.
SQL, Microsoft Excel, Visual Basic for Applications (VBA), GitHub, T-SQL, PL-SQL, R, Python, Power BI, SAS, Oracle PL-SQL, Microsoft T-SQL, SQL Server, Access, Microsoft Access
FEG Investment Advisors: Employee-owned investment management firm providing advisory, outsourced CIO, and research services to institutional investors.
3+ YOEBachelor's degree in a relevant field and 3–5 years of portfolio management support, investment analytics, asset management, OCIO, consulting, or analytical investment operations experience. Requires advanced Excel and portfolio construction knowledge.
Microsoft Excel, SQL, Python, Power BI, Tableau, FactSet, Black Diamond, SS&C, Addepar, Clearwater, Tamarac
Lincoln Financial GroupNYSE: LNC: Public financial services providing annuities, life insurance, group protection, and retirement services to individuals and employers.
2+ YOEBachelor's in quantitative/technical/finance or equivalent experience; 2+ years in data analytics/data operations; strong SQL and Python skills; data reconciliation, reporting, and stakeholder communication experience.
Northwestern Mutual Investment Services, LLC: U.S. broker-dealer and investment adviser serving individuals and businesses with brokerage and investment-planning services.
Bachelor's degree in finance, accounting, math, statistics, business, or related field; investment performance, data analysis, risk, and attribution knowledge; analytical tools expertise; strong problem-solving and communication skills.
Microsoft Excel, Business Objects, Power BI, Morningstar, YCharts
EchoStar CorporationNASDAQ: SATS: Provider of satellite communication, wireless telecommunications, and connectivity services.
7+ YOE7+ years in analytics/finance/investment planning; advanced Excel/Sheets; MMM/MTA data interpretation; AI-enabled analytics experience preferred.
Microsoft Excel, Google Sheets, MMM, MTA, AI tools
Shelter Insurance: Mutual property-and-casualty insurer serving individuals and businesses with auto, home, life, and other insurance products.
3+ YOEBachelor's degree in an analytical field, 3–5 years of investment experience, institutional asset-class knowledge, strong Excel skills, and experience with investment accounting or information software.
Microsoft Office, Microsoft Excel, Clearwater, Bloomberg
NYL Investors: Wholly owned private asset manager providing fixed-income, private-capital, and real-estate solutions for New York Life and institutions.
3+ YOEBachelor's degree, 3+ years in quantitative investment role, strong SQL and analytics experience, familiarity with equities/fixed income/derivatives, Python and data-visualization experience preferred, strong communication skills.
Python, SQL, FactSet, Bloomberg, Aladdin, Tableau, QlikView, Microsoft Power BI, Seismic LiveDocs, Vermillion
NYL Investors: Wholly owned private asset manager providing fixed-income, private-capital, and real-estate solutions for New York Life and institutions.
Bachelor's degree required (Master's preferred); strong SQL and data reconciliation skills, experience with investment/portfolio data and analytics, familiarity with FactSet/Bloomberg/Aladdin, Python/C#/Java and data viz tools, excellent communication.
United Community BankNYSE: UCB: A wholly owned community bank serving consumers and businesses with personal, commercial, mortgage, and wealth services.
6+ YOEBachelor's degree and 6+ years of investment experience emphasizing manager research. Strong analytical, verbal, and written communication skills; CFA certification or candidacy preferred.
Prosperity Life Group: US life insurance organization providing life insurance, annuities, reinsurance, and capital solutions to individuals and families.
2+ YOEBachelor's in finance/accounting or related, 2+ years investment or related experience, advanced Excel/modeling, strong analytical, communication, and cross-functional collaboration skills.
San Manuel Investment Authority (SMIA): Tribal investment authority acquiring and managing hospitality and other assets for Yuhaaviatam of San Manuel Nation.
1+ YOEBachelor’s degree required before starting; one year of institutional investment portfolio experience preferred. Requires quantitative, analytical, research, communication, and Microsoft Office skills.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Bloomberg, Morningstar
Wellington Management: Provides global investment management services.
2+ YOE2–5 years of relevant experience preferred, university degree with strong academic credentials, private investments knowledge, strong analytical and communication skills, and mastery of Microsoft Excel.
Wellington Management: Provides global investment management services.
2+ YOE2–5 years of relevant experience preferred, university degree, private investments knowledge, strong analytical and communication skills, and mastery of Microsoft Excel; progress toward CFA or CAIA preferred.
Cleveland or Alabama or Arkansas or Florida or Georgia or Illinois or Indiana or Iowa or Kansas or Kentucky or Michigan or Minnesota or Mississippi or Missouri or Nebraska or North Carolina or North Dakota or Ohio or Oklahoma or South Carolina or South Dakota or Tennessee or Texas or Wisconsin
HybridFull Time
Stark Enterprises: Cleveland-headquartered private real estate developer, builder, and property manager serving commercial and residential communities.
2+ YOERequires a bachelor's degree in finance, real estate, economics, or related field; 2–5 years in finance, investments, commercial lending, or commercial real estate; strong Excel modeling and analytical skills.
Denholtz Properties: Privately held commercial real estate investment manager acquiring, developing, and managing multifamily, industrial, and flex properties.
2+ YOEBachelor's in finance/real estate required. Minimum 2 years real estate/investment experience. Strong financial modeling, underwriting, valuation, Excel/PowerPoint and Argus Enterprise experience; analytical and communication skills.
Microsoft Excel, Microsoft PowerPoint, Argus Enterprise
Rockefeller Global Investment Banking: Privately owned financial adviser serving wealthy families, institutions, and corporations through wealth management, investments, and investment banking.
1+ YOE1-3 years investment banking analyst experience preferred; Bachelor’s in finance/accounting or related; proficiency with Microsoft Word, Excel, Outlook, PowerPoint; strong communication and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Copilot
MissionSquare Retirement: Nonprofit retirement-services provider helping public-sector employers and employees save, invest, and plan for retirement.
0+ YOEBachelor's degree in finance, economics, accounting, business, or related field; 0–1 year investment industry experience; strong analytical, communication, organizational, and investment data skills.
Microsoft Excel, Microsoft PowerPoint, eVestment, FactSet, Morningstar Direct, Python, Power BI, SQL
Vanguard: Global investment management firm owned by its client funds.
3+ YOEUndergraduate degree preferred, minimum 3 years relevant financial/investments experience, strong analytical and problem-solving skills, experience with SQL and Python, familiarity with GitHub and Claude preferred.
Vanguard: Global investment management firm owned by its client funds.
3+ YOEUndergraduate degree preferred in accounting, finance, economics, or related field; 3+ years relevant financial and investment industry experience; strong analytical, research, problem-solving, and time-management skills.
Parametric Portfolio Associates LLC: -owned U.S. investment adviser providing customized, systematic portfolio strategies directly to institutions and through intermediaries to individuals.
Bachelor's degree in finance/accounting or related, strong quantitative and communication skills, attention to detail, familiarity with Excel and analytical tools, interest in investment management.